AMOTIV LIMITED Announces Update on Ongoing Buy-Back Program, 5.5 Million Securities Purchased

AMOTIV LIMITED has updated its on-market buy-back program, with 5,482,452 ordinary fully paid securities bought back as of August 25, 2025. The company aims to manage its capital structure and potentially enhance shareholder value. Analysts rate G.U.D. Holdings stock a Hold with a A$9.53 price target.

The Trump administration's push to enhance the military is presenting significant opportunities for defense contractors. A provision in the One Big Beautiful Bill Act, signed in July, has earmarked over $150 billion for defense initiatives such as AI systems, missile defense, and cybersecurity. Companies like CACI (CACI), Booz Allen (BAH), and ViaSat (VSAT) are poised to capitalize on this boost.

CACI, in particular, has become a favorite among analysts. Goldman Sachs analyst Noah Poponak recently upgraded CACI's shares to a Buy rating and raised its price target to $544 from $407. He cited the company's "pivot to advanced technologies," expecting it to grow faster than peers over the medium term. CACI's strength lies in its close relationship with the Department of Defense, which accounts for three-quarters of its revenue. William Blair analyst Louie DiPalma noted that 26% of CACI's revenue comes from counter-drone solutions, which include both services and hardware. Shares of CACI are up 21% year to date, with revenue growing 13% year over year to $2.3 billion in the most recent quarter. Adjusted earnings per share surged 27% to $8.40, beating consensus estimates of $6.54 [1].

Booz Allen, one of America's oldest defense consulting firms, has faced a rocky stretch. Its shares have slipped 15% year to date and are down nearly 28% in the past 12 months. Earlier this year, the DoD signaled it would scale back some consulting contracts, eventually canceling 234 deals. However, sentiment is shifting, with DiPalma forecasting a comeback for Booz Allen. He pointed to solid June-quarter contract awards and renewed interest in the company's core offerings. Booz Allen's revenue dipped 0.6% year over year to $2.9 billion, but adjusted EPS rose 7.2% to $1.48, beating consensus estimates of $1.46 [1].

ViaSat is another defense-adjacent company drawing renewed attention. Shares have shot up drastically in recent months, with analysts projecting more upside ahead. A potential catalyst is management considering an IPO or spinout of its defense tech business. ViaSat also expects to receive $568 million in cash from a spectrum agreement with satellite company Ligado. Free cash flow is projected to turn positive in the second half of the year. William Blair upgraded ViaSat to Outperform with a price rating of $16.58, noting that investors will begin to value ViaSat’s defense tech business as worth greater than $7 billion. ViaSat's stock has soared over 200% year to date, with revenue increasing 4% year over year to $1.17 billion in the latest quarter [1].

References:
[1] https://finance.yahoo.com/news/analysts-detail-3-defense-stock-plays-under-the-trump-administration-161139279.html